SDK Roundtable -The impact of the SECURE Act – Wednesday, February 19

On Friday, December 20, 2019 the President signed the SECURE Act (Setting Every Community Up for Retirement Enhancement) and it becomes effective on January 1, 2020. These rule changes may significantly impact the distribution of your retirement assets and the amount of income tax paid. As a result, estate plans and beneficiary designations may need to be modified to avoid unwanted consequences and to take advantage of new planning opportunities.

Do you need more incentive to save for retirement? You’ve got it! President Trump signed into law the SECURE (Setting Every Community Up for Retirement Enhancement) Act on December 21, 2019. The Act will have a substantial impact on the retirement funding strategy and results for many. The Good Most of the provisions affecting IRAs […]

Deadlines to file documents are something we can’t avoid. However, the stress and headaches that are associated with these deadlines can certainly be mitigated! As the 1099, W-2, and payroll deadlines are quickly approaching, now is the time to work on a good habit that will make next year’s filing crunch less stressful. 1099’s are […]